Creating a PreOrder "CSR/LSR'" (Port-In)

Description
This document will teach you how to create a new PreOrder in PortControl for a Port-in.

Note: Prior to submitting PreOrders to ATL to manage, additional setup/paperwork is required to ensure a successful PreOrder submission.

The following information is required to setup PreOrders:

• LOA Established between ATL and you
• Losing Carrier Portal Access (if applicable) 
• Support Documentation

*********Reach out to [e-mail] to inquire about ATL Managed PreOrders*******

PreOrder

• Access the Orders Dashboard
  • 
  • 
• Choose "Create"
  • 
• Select Port-In
  • 
• You have 2 options to input your order, you can download our PreOrder Template from the bottom of the screen or Manually input on Step2. 

***Note: At this time, please ensure all numbers on the order have the same:

• Account Name
• Account Number
• Account Type
• Account PIN/Password
• Authorized Name
• Billing Telephone
• End User Service Address

PreOrder Download Template

• Select Download
• Fill in required fields: TN, Account Name, Authorized Name, and Billing Telephone LRN ECT
  
  **DO NOT ALTER THE HEADERS ON THIS FILE 

PreOrder Bulk Upload - How to Doc

Note: Questions regarding the PreOrder "Step 2" data fields please refer to "PreOrder Data Fields" noted at the bottom of this document. 

Step 1:

• Select to upload or drag and drop to the upload section of Step 1.
• Select PreOrder & Order in the drop-down
• Select Validate

Step 2: 

• PreOrder data will prepopulate within Step 2. 
• Please review the information and make any updates "if needed"
• Upload supporting documentation LOA/Bill Copy ect
• Confirm you've input either ATL or Service Provider into handled by field
• Select "Create All" once the order is confirmed

PreOrder Manual Entry

Step 1:

• Enter or Upload a list of porting numbers
• Select PreOrder & Order in the drop-down

Step 2:

• Input all required information in step 2
• Account Name, Authorized Name, and Billing Telephone Network Profile ECT
• Select Handled by (ATL or Service Provider)
• Select Create all

If you create a PreOrder and forget to select ATL to manage the order, you are able to supplement the order and assign it to ATL. Once assigned to ATL, the order is not able to be supplemented back to "Service Provider" and the order would need to be canceled if you want to manage the order.

Note: Questions regarding the PreOrder "Step 2" data fields please refer to "PreOrder Data Fields" noted below. 

PreOrder Data Fields

Overview:

• Due Date ( Format MM/DD/YYY)
• Due Time (Format HH/MM/SS)
  • Recommended to set up all ports for 12:00:00 AM of day port is scheduled to be activated.  
    • **Important to note that Due Time is formatted in UTC (Coordinated Universal Time) to follow NPAC requirements. 
• Project ID (String of Alpha-numeric characters with a max of 25 characters)

CSR Request

To ensure that only authorized users within your organization are able to request for a CSR, we have created a new role within the user profile under Orders "Request CSR" that company admins are able to enable/disable per user. 

• By selecting the "CSR Request" checkbox, you authorize ATL to request for a CSR on behalf of your organization.
• CSR's that are received will be uploaded into PortControl and analyzed.
• Approved CSR's will automatically move into an LSR pending status and be submitted to the losing carrier.

For a full list of all order statuses select link - Order Status Definitions

End-User Account Details:

• Account Name (Current Name on account from Telephone bill)
• Account Number (Current account number from Telephone bill)
• Account Type (Business or Residential) 
• Account PIN/Password ( Current account Security Pin or Password)
• Authorized Name (The authorized person on current account) 
• Billing Telephone Number ( Number on current account associated with billing) 

End-User Services Address:

• Street Address Number Only
• Street Address Direction (Ex: N)
• Street Address Name
• Street Address Suffix
• Street Address Suffix Name
• City (City location of current account/number)
• State (State location of current account/number
• Zip Code (Zip code of current account)